CODY DANIELS, CFP®
Senior Financial Advisor
First Vice President - Investment Officer
Address:
1797 TAMIAMI TRL
,
PORT CHARLOTTE
,
FL
33948
Call: 941-486-5883 | 800-669-8295
Email: Cody.Daniels@wellsfargo.com Compose mail in a new window
Call: 941-486-5883 | 800-669-8295
Email: Cody.Daniels@wellsfargo.com Compose mail in a new window
Tailored Financial Strategies. Personal Service.
My Experience
- 2018 - Present : Wells Fargo Advisors
- 2010 - 2018 : Edward Jones
My Education & Credentials
- Bachelor of Science, Marketing - Florida State University
My Areas of Focus |
Securities Registered in the following states:
AL, AR, AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WI, WV
Insurance licensed in the following states: Resident State: FL
CODY DANIELS: Financial Advisor: Wells Fargo Clearing Services, LLC
Insurance licensed in the following states: Resident State: FL
CODY DANIELS: Financial Advisor: Wells Fargo Clearing Services, LLC
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